Professional Advisors


Helping your clients realize their charitable goals

We can help you start the conversation with your clients.

Your clients rely on you to guide them through a range of issues from retirement and estate planning to business-succession and tax management. For community-minded clients, Fremont Area Community Foundation is a place where charitable goals can be realized.

Many Newaygo County philanthropists recommend the Community Foundation as the best choice to fulfill their passions due to our expertise, flexible giving options, and deep roots in the community. Working with the Community Foundation also offers your client real tax advantages.

We consider all professional advisors—attorneys, accountants, financial planners, insurance agents, and other professionals—to be our partners in the giving process.

Giving your clients options

 

By joining with us as your trusted partner in philanthropy, your client can create a lasting legacy.

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